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Water Infrastructure

Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.

17 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	William Blair & Company Chicago, Illinois	$41.1M	+$936K	4	0.14%	Increased
252	Focus Partners Wealth Boston, Massachusetts	$41M	+$41M	3	0.54%	New
253	D.E. Shaw & Co New York	$40.9M	-$21.6M	8	0.04%	Reduced
254	MN Services Vermogensbeheer The Hague, Netherlands	$40.9M	-$125K	3	0.37%	Reduced
255	HP Hikari Power Tokyo, Japan	$40.6M	$0	1	3.86%	Maintained
256	Retirement Systems of Alabama Montgomery, Alabama	$40.2M	-$567K	5	0.17%	Reduced
257	Bank of Nova Scotia Toronto, Ontario, Canada	$40.1M	-$25.3M	4	0.08%	Reduced
258	Raymond James Financial Services Advisors St. Petersburg, Florida	$40M	-$1.77M	6	0.07%	Reduced
259	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$39.9M	-$470K	2	2.17%	Reduced
260	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$39.4M	-$2.02M	1	3.25%	Reduced
261	WIM Weitz Investment Management Omaha, Nebraska	$39.3M	-$15.6M	1	2.07%	Reduced
262	M&T Bank Buffalo, New York	$39.2M	-$254K	5	0.14%	Reduced
263	Two Sigma Advisers New York	$39.2M	-$13M	9	0.09%	Reduced
264	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$38.7M	+$1.96M	2	2.45%	Increased
265	Douglas Lane & Associates New York	$38.6M	-$2.01M	1	0.59%	Reduced
266	Meag Munich Ergo Munich, Germany	$38.5M	+$4.95M	1	1.46%	Increased
267	Dai-ichi Life Insurance Company Tokyo, Japan	$38M	+$17.7M	3	0.79%	Increased
268	Osaic Holdings Scottsdale, Arizona	$37.9M	-$12.3M	12	0.07%	Reduced
269	LBP AM Paris, France	$37.5M	+$3.22M	3	0.83%	Increased
270	Fenimore Asset Management Cobleskill, New York	$37.4M	+$663K	2	0.87%	Increased
271	Teacher Retirement System of Texas Austin, Texas	$37M	-$6.24M	9	0.25%	Reduced
272	MAM Montanaro Asset Management London, United Kingdom	$36.8M	-$14.1M	3	6.93%	Reduced
273	PC Port Capital Chicago, Illinois	$36.8M	+$143K	1	2.05%	Increased
274	Arizona State Retirement System Phoenix, Arizona	$36.8M	-$121K	10	0.28%	Reduced
275	Wealth Enhancement Advisory Services Plymouth, Minnesota	$36.2M	+$1.83M	5	0.11%	Increased